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At the midpoint, Q1 is calling maybe just low single-digit year-on-year growth. But the full year is at 10%
has there been any challenges, that have come through, you know, related to the capacity expansion
Q3 EPS was up, I guess, 8% year-on-year. You're guiding Q4 at the midpoint up to 18%
is the ability to sell into both the white and the gray space becoming more important?
our math pegged Q2 up maybe in that 25% year-on-year range. So I guess, is this the right ballpark?
Can you maybe kind of talk about that, the implied step-up in growth as the year goes on?
has there been any change in the U.S. market competitive positioning here following Trump 2.0 tariffs
Could you just provide some color on Q1 performance. And then the comps are really tough, obviously, in data center this year
Are these lead times starting to come down? And when you look at the industry-wide capacity adds, do you think that's enough to meet demand?
the guide calls for, I guess, at the midpoint, about 6.5% organic in Q1 and then 8.5% the rest of the year
follow-up on some of the commercial OE contracting discussion. Just given the very long nature of these contracts
Is R&D kind of at full run rate level now? And I know Arrow takes a long time to convert into sales
could you provide any color or comments on the data center exposure or opportunity there?
I wanted to follow up on the Industrial Automation portfolio. And specifically, I guess, the realignment
Building Automation. It's just been a really impressive turnaround here over the last year
should we assume that everything of size has been completed or announced at this point
Q2 margins, you know, guided flat quarter on quarter despite, you know, volumes going higher and the PPE divestiture
The business has leading positions in process, building, and warehouse. You know, there's not much of a discrete presence
Is the primary driver of the decision to view that a separation will unlock some of the parks value
a pretty nice positive rate of change on some of the short cycle end markets. That have weighed on the company
you guys are calling for flat in '26, after 1% growth in '25. You know, when we look at the quarterly
I think you said December was up double digits. So with the quarter down 2%, I guess October November
I wanted to ask about China. First half mid-singles, Q3 high single so accelerating. I think it's a real disconnect
I wanted to ask about back half organic growth to 2.5%, so up from the 1.5% in the first half
I appreciate that. And if I could follow up on maybe competitive tailwinds that could support demand